1. Income-Only Trust Document prepared by our Legal Document Preparer
2. Income-Only Trust Consultation and Signing Appointment (2 hour maximum)
3. Completion of all ALTCS (relating to the Income-Only Trust) forms, Direct Deposit/Debit forms, and providing completed forms to ALTCS
4. Trust Bank account set up with a personal banker
5. All documents in a binder to keep organized

$1,200.00 (includes printing, signing with our Notary, Income-Only Trust explanation appointment, and mailing)

This package can be picked up from our office or mailed directly to you. (Value: $15.00 included in cost of package)

Step 1: Complete the Income-Only Trust Questionnaire (located under “Step 1”) and hit submit. This questionnaire is needed to personalize the trust.

Step 2: Order the package here. After you purchase, we will call you to gather more in-depth information for this package.

With this package, we provide a consultation to discuss how the Income-Only Trust works to assist in helping you or your loved one become income eligible for ALTCS. However, if you have questions about the ALTCS application process or other parts of ALTCS eligibility, we recommend setting up an initial consultation.

You can learn about the Standard ($600) and the Basic ($300) Income-Only Trust Packages.